AI for estate planning and probate firms.
KrisLegal's estate and probate suite connects to Clio, reads your estate matters, and produces tax exposure calculations, asset classification, distribution analysis, planning gap identification, and probate readiness checks.
More time means more cases.
What your team gets.
Input asset values and beneficiary structure. The AI calculates federal and state estate tax with marital deduction, portability election, and charitable deduction. Includes a 2026 exemption sunset warning.
Classifies assets as probate or non-probate. Identifies step-up basis eligibility for each asset. Flags assets that may need retitling or beneficiary designation updates.
Upload the will or trust. The AI maps assets to beneficiaries, calculates per-stirpes and per-capita distributions, and generates a creditor priority waterfall.
Reviews existing documents against current asset inventory. Identifies missing documents (will, trust, POA, healthcare directive, HIPAA authorization), unfunded trusts, outdated beneficiary designations, and special needs trust triggers.
Assesses whether the estate is ready to proceed: inventory complete, creditor period expired, tax returns filed, appraisals obtained. Reports blockers, warnings, and gaps.
Identifies tax reduction opportunities based on the estate structure, including portability elections, charitable planning, and trust restructuring.
Every document becomes structured data.
Upload a document or let KrisLegal pull it from Clio. The AI classifies it, extracts structured facts (parties, dates, financials, deadlines, and action items) and stores them as queryable data across all tools.
Your firm gets smarter with every case.
Every case builds your firm's intelligence. Related matters, opposing counsel history, court patterns, and outcome benchmarks accumulate automatically as you work. The more cases you close with outcome data, the sharper your benchmarks become.
Case history and outcomes for each judge your firm has appeared before.
Prior case history for every attorney you've faced across all matters.
Outcome ranges from your firm's closed cases, by practice area and outcome type.
Related matters by practice area, court, and parties. Automatically surfaced.
Documents from your open matters.
In your templates, on your letterhead, with the assigned attorney's bar number and signature block.
Schedule a Demo →- Probate petitions
- Letters testamentary applications
- Creditor notifications
- Beneficiary notices
- Estate inventories
- Distribution accountings
- Trust accountings
- Estate tax return worksheets
- Fiduciary fee petitions
Post-Heppner compliant.
Your firm holds a direct Anthropic commercial API contract. No training on your data. No consumer AI accounts. No shared infrastructure.
See it work with your cases.
30-minute call. Your practice areas. Your data. Real output.
Schedule a Demo